Getting Started7
New to WeSignature? Start here for the basics.
- How Can I Contact the Team at WeSignature?
- How Can I Quickly View Different Categories of Documents from the Dashboard?
- I Am New to WeSignature. What Are Some Tips and Best Practices?
- My Client Loves WeSignature—Can They Use It Too?
- Overview of the Document Signing Process in WeSignature
- What Can I Do on the WeSignature Dashboard?
- What is WeSignature?
Sending & Signing Documents40
Preparing documents, placing fields, and sending for e-signature.
- Can Clients Reply to the Email or SMS Message That Contains Their Document?
- Can I Add a CC Recipient from the Document Preparation Screen Without Going Back?
- Can I Change My Signature from the Document Preparation Page?
- Can I Edit Signer Details on the Document Preparation Page?
- Can I Include a Password with My E-Signature Request?
- Can I Move, Remove, or Resize Signature Fields After Placing Them?
- Can I Restart Reminders After the Initial Reminder Period Ends?
- Can I Set an Expiration Date for the Document?
- Can I Share a Signature Request With My Client via a Direct Link?
- Can You Email and Text a Document at the Same Time with WeSignature?
- Does WeSignature Allow Document Stacking?
- Does WeSignature Offer an SMS Text-to-Sign Feature?
- Does WeSignature Send Reminders?
- How Do I Apply Signature Fields to the Document?
- How Do I Designate Who I Am Sending the Document to for E-Signature?
- How Do I Send A Document For Signature?
- How Do I Send the Document for e-Signature?
- How Do I Upload a Document to WeSignature?
- How Will My Clients E-Sign the Document(s)?
- If I CC Someone on a Document, When Will They Receive the Document?
- If I Forgot to Add a Signer on the Previous Page, Can I Still Add One on the Document Preparation Page?
- My Document Requires Multiple People to Sign It. What Do I Do?
- What Are the Video Requirements for WeSignature?
- What Do the Different Signature Fields Do?
- What Does the 'CC' Feature Do?
- What Does the 'Remove Myself' Button Do?
- What Does the Counterclockwise Circular Arrow Do on the Document Preparation Screen?
- What Does the Red Trash Can Icon Do?
- What Does the Trash Can Icon Do on the Document Preparation Page?
- What File Formats does WeSignature Support?
- What is the 'Group' Field on the Document Preparation Screen and How Does it Work?
- What Is the 'Set the Signing Order' Feature?
- What is the Difference Between the 'Text' Feature for the Sender and the 'Text' Feature for the Signer (Client)?
- What is the Email Title and Message Box Used For?
- What is the Max Size of a Document Upload?
- What is the Video Feature in WeSignature, and How Do I Include One With an e-Signature Request?
- What’s the Difference Between Text and Checkbox Fields With and Without a Red Asterisk?
- When Using SMS Text-to-Sign, Does the Text Come from Our Company’s Phone Number or a WeSignature Number?
- Why Won’t my Document Upload to WeSignature?
- Will My Clients Receive a Copy of the Signed Document?
Document Status & History22
Statuses, downloads, audit trails, and fixing sent documents.
- Are documents stored and for how long?
- Can I Delete a Draft Document?
- Can I Resume Editing a Document That Is in Draft Status?
- Can I Void a Completed Document?
- Does the Document Expire When Reminders Stop Being Sent?
- How Do I Download a Completed Document?
- How Do I Filter for Specific Documents in the 'Documents' Section of WeSignature?
- How Do I Know If the Client Has Viewed the Document Yet?
- How Do I Resend a Signature Request That Is Already Out for Signature?
- How Long Are Documents Stored on WeSignature?
- How Long Will My Documents Remain Available in WeSignature?
- I Sent a Document to a Client but Realized I Made a Mistake. Do I Need to Resend the Whole Request?
- If a Client Has Not Signed the Document Yet, Can I Cancel the Document That Is Out for Signature?
- My Client Says They Did Not Receive the Document—What Should I Do?
- The Document Isn't Showing as Completed, but My Client Says They Signed—What’s Wrong?
- What Actions Are Associated with a Completed Document in the Document Section?
- What Does 'Download Partial' Mean Under 'Actions' for a Document That Is Out for Signature?
- What Does the 'View' Button Do for a Document That Is Out for Signature Under the 'Actions' Menu?
- What Is the Documents Section on WeSignature?
- What’s the Difference Between 'Draft,' 'Out for Signature,' and 'Completed' Status?
- Why Does the Audit Trail Show the Document Was Signed on Tomorrow’s Date?
- Will the Signed Document Have an Audit Trail?
Templates9
Building and reusing document templates.
- Can I Add or Remove Signature Fields from a Template Before Sending It Out?
- Can I Include Documents That Don’t Have a Template With a Document That Does Have a Corresponding Template?
- Can I Share Templates with My Teammates on WeSignature?
- How Can I Use the Template That I Built in WeSignature?
- How Do I Build a Template in WeSignature?
- How Do I Search for Templates I've Built on WeSignature?
- How Many Templates Can I Apply at Once?
- How Many Templates Can I Create on WeSignature?
- What Are Templates on WeSignature?
WeFile23
Secure document storage and sharing with WeFile.
- Can I Delete a Document in WeFile?
- Can I Duplicate a Document in WeFile?
- Can I Move a Document from One Folder to Another or Back to the Home Screen of WeFile?
- Can I Request a Signature on a Document in WeFile?
- Can I Share a Document with My Team on WeSignature Directly from WeFile?
- Can I Share Documents via a Link in WeFile?
- How Can I Change the View of My Documents in WeFile?
- How Can I Create a New Folder in WeFile?
- How Do I Download a Document From WeFile?
- How Do I Get Started with WeFile?
- How Do I Move Individual Documents/Files into a Folder in WeFile?
- How Do I Purchase Additional Storage in WeFile?
- How Do I Rename a File in WeFile?
- How Do I Search For Documents in WeFile?
- How Do I See Files That Have Been Shared with Me in WeFile?
- How Do I Upload Documents to WeFile?
- How Much Storage Do I Get in WeFile?
- How Secure is WeFile?
- Is WeFile and the Documents Section the Same Thing?
- What Are the Benefits of Using WeFile?
- What is WeFile and how do I use it?
- What is WeFile?
- Where Do I Find WeFile within the WeSignature Platform?
Payments3
Requesting payments alongside signature requests.
Google Reviews11
Collecting Google reviews after e-signing.
- Can I Customize the Review Request Message in WeSignature?
- Can I Elect to Include (or Not Include) Google Reviews With Each Individual Signature Request That I Send?
- Can I Track How Many Google Reviews Have Come From WeSignature?
- Can My Client Leave My Business a Google Review After E-Signing?
- Does My Company Need to Have an Address on Google for the Google Review Feature to Work?
- How Do I Set Up the Google Review Feature in My WeSignature Account?
- How Does the Google Review Feature Work with Multiple Signers?
- I Was Notified That a Client Left Me a Review, But I Don’t See It on My Company's Google Page. Why Is This?
- What Does 'Set Your Star Limit' Mean as It Relates to the Google Review Feature in WeSignature?
- What Happens If a Client Closes the Review Request Without Leaving a Review?
- What is the Google Review Feature on WeSignature?
Managing Your Team20
Inviting teammates, licenses, and admin roles.
- Can I Change the Name of One of My Team Members?
- Can I Downgrade My WeSignature Account If I Purchased Too Many Licenses?
- Can I Easily Give Admin Status to an Active Team Member?
- Can I Reactivate a Deactivated Team Member in WeSignature?
- Do I Immediately Get the License Back After Deactivating a Team Member?
- Does the Owner’s Account Use a WeSignature License?
- How Do I Add a Large Number of Team Members at Once in WeSignature?
- How Do I Control What Documents My Team Can See in WeSignature?
- How Do I Deactivate a Team Member in WeSignature?
- How Do I Invite a Colleague to Join My WeSignature Team?
- How Do I Purchase Additional Users/Licenses/Seats for WeSignature?
- How Will My Colleague Activate Their WeSignature Account After I Send an Invite?
- I Am the Owner of the WeSignature Account. How Can I See What My Employees Have Been Working On?
- What Does the Admin Feature Do in the 'Team' Section of WeSignature?
- What Is the 'Team' Section Used for in WeSignature?
- What Is the Group Box Used for on the 'Team' Tab?
- What Should I Do If My Colleague Can't Find Their WeSignature Invite?
- Where Can I Access the 'Team' Section in WeSignature?
- Why Can’t I Add a New Team Member in WeSignature?
- Why Doesn't a Deactivated/Removed Team Member Disappear From the 'My Team' Section?
Account Settings10
Your profile, branding, and account details.
- Can I Change the Email Address or Phone Number That Is Associated with My WeSignature Account?
- Can I Include My Company's Logo with an E-Signature Request or Payment Request That Gets Sent to a Client?
- Can I Transfer the Ownership of My WeSignature Account to Someone Else?
- Do I Have to Fill in the 'Industry', 'Role', and 'Department' Fields in the Profile Section of Settings?
- Do My Clients Need a WeSignature Account to Sign?
- How Can I Edit the Personal Info Associated with My WeSignature Account?
- How Do I Edit My E-Signature on the WeSignature Dashboard?
- How Do I Upload a Profile Picture to My WeSignature Account?
- I No Longer Need My WeSignature Account. What Will Happen to My Documents After I Cancel?
- What Does the 'Upgrade Now' Button Do in WeSignature?
Password & Login4
Signing in and managing your password.
Integration - HawkSoft20
Using WeSignature inside the HawkSoft management system.
- Can I see a demo of WeSignature before signing up to use the HawkSoft integration?
- Can I send multiple documents at once?
- Can I try the WeSignature–HawkSoft integration before paying for WeSignature?
- Can I type the client information into WeSignature instead of copying it from HawkSoft?
- Do I need a WeSignature account to use the HawkSoft integration?
- Do I need to download the signed document manually and move it into HawkSoft after the client has signed?
- Does the integration create or update clients in HawkSoft?
- Does the signed document stay in WeSignature too?
- How do I connect WeSignature to HawkSoft?
- How do I use the WeSignature integration with HawkSoft?
- Is my data secure when using the HawkSoft integration?
- What happens if I forget to enter the Client ID?
- What information syncs between HawkSoft and WeSignature?
- What is the most common reason documents don’t return to HawkSoft?
- What is the WeSignature–HawkSoft integration?
- Who do I contact if the HawkSoft integration is not working?
- Why do I need to check the “Link to HawkSoft” box inside of WeSignature?
- Why don’t I see the signed document in HawkSoft yet?
- Why is the Client ID required?
- Why should I open both HawkSoft and WeSignature at the same time?